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TSM's stock hit a new high. Can AI demand really last for years as the CEO claimed?
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Wendyfbe joined discussion · Oct 17, 2024 15:02

$Taiwan Semiconductor (TSM.US)$ TSMC Q3 FY24: • Revenue +36...

• Revenue +36% Y/Y $23.5B ($0.2B beat).
• Gross margin 58% (+4pp Y/Y).
• Operating margin 47% (+6pp Y/Y).
• Capex $6.4B.
• EPADR $1.94 ($0.15 beat).

3nm & 5nm were 20% & 32% of revenue.
$Taiwan Semiconductor (TSM.US)$ TSMC Q3 FY24: • Revenue +36% Y/Y $23.5B ($0.2B beat). • Gross margin 58% (+4pp Y/Y). • Operating margin 47% (+6pp Y/Y). • Capex...
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Wendyfbe
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